Define volatility as 'likelihood of reaching your goal' - PA360 panel

'Uppy-downy-ness'

Sophie King
clock • 2 min read

A three-person panel on volatility at PA360 said it was important advisers defined it to clients, with one speaker suggesting it should be talked of in terms of whether a client will reach their end-goals.

Panellist Graham Bentley said it was important to define what volatility was with a client, remembering how a former colleague had once described the idea as "uppy-downy-ness". "Depending on what kind of client you have - whether you're in the accumulation phase or whatever you want to call it - volatility can essentially disappear over time," argued the GBi2 managing director. "If you measure volatility by the degree to which your end result varies from what you might expect it to be, then that is purely the case." Bentley continued: "Explain that markets do go up and down and then f...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Feel Good Friday: Nine Edge Wealth sponsors young Scottish boxer

Feel Good Friday: Nine Edge Wealth sponsors young Scottish boxer

Sponsors Lara Brown

Professional Adviser
clock 17 July 2026 • 1 min read
Women's Wealth Alliance launches careers guide to attract more women to personal finance profession

Women's Wealth Alliance launches careers guide to attract more women to personal finance profession

Aimed at women at different stages of life and careers

Professional Adviser
clock 16 July 2026 • 3 min read
Women in Financial Advice Awards 2026: Shortlists revealed!

Women in Financial Advice Awards 2026: Shortlists revealed!

All the winners will be announced at a celebratory gala dinner on 4 November

Professional Adviser
clock 15 July 2026 • 10 min read